Tensor Edge Capital, LLC: CADENCE DESIGN SYSTEM INC (CDNS): Quarterly 13F Position History
As of Q2 2026, Tensor Edge Capital, LLC reported 114,500 shares of CADENCE DESIGN SYSTEM INC (CDNS), worth $43.0M and representing 3.0% of its 13F equity book. Quarter-over-quarter share count change: + 14,000 (+13.9%) . The position first appeared in Q1 2026 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 114,500Shares Held (Latest Filing)
- $43.0MReported Market Value (Latest Filing)
- 3.0%Portfolio Weight (% of 13F Equity Book)
- +14,000Quarter-over-Quarter Share Change
- +$15.0MQuarter-over-Quarter Value Change
- 114,500Peak Reported Shares (Historical)
Recent initiation: Tensor Edge Capital, LLC first reported CDNS on the Q1 2026 filing — fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 114,500 | +14,000 | +13.9% | $43.0M | 3.0% | $375.3 |
| Q1 2026 | 100,500 | — | — | $27.9M | 4.8% | $277.9 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Tensor Edge Capital, LLC first disclose a CDNS position in 13F-HR filings?
Tensor Edge Capital, LLC first reported CADENCE DESIGN SYSTEM INC (CDNS) on its 13F-HR filing for the period ending 2026-03-31 (Q1 2026). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was Tensor Edge Capital, LLC's most recent quarter-over-quarter share-count change in CDNS?
Between Q1 2026 and Q2 2026, Tensor Edge Capital, LLC added 14,000 shares of CDNS (+13.9%), bringing the total reported position to 114,500 shares at a market value of $43.0M.
Does the implied price-per-share represent Tensor Edge Capital, LLC's cost basis in CDNS?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.